ACT is based on MS-SQL, and in big companys you can see a DBA
[http://en.wikipedia.org/wiki/Database_administrator] taking care of
the maintenance.
in ACT you have the Database Cleanup in 3 different ways... so as this
is so present, you should really ...

the right response to the question can Modems be used with dial|it is
a "it depends"
* most modems had own drivers for windows2000, at that point the
clear response was yes it will
* for XP most modems, did not provide own drivers, and using the
...

If you pc/Phone is using Tapi drivers to connect to your Phone,
before considering to update to
Windows 64Bit, you might want to check with the manufacturer of the
phone if there is a tapi driver for 64Bit.
there are a bunch of drivers out there, b...

If you get the message that ACT needs to shut down while running an
Add-on, you must full fill following steps so we could investigate the
Issue
1. use the email button on the Support Tab to send us the recent log
files
2. describe exactly what you...

ACT! is programmed in that way to push it self ito the front. As this
is a good feature in ACT!, it unfortunaly takes the focus away from
Windows that you are just working on like the History window.
You have 2 ways how to solve this
1. you can plac...

The Icons disappeared after installing a new version of ACT
1. Update from i.e. ACT! 10.01 to ACT! 10.03
1. you must uninstall the Addon before updating ACT!,
2. After installing the latest version of ACT!, you must run the
installer again
2. Upd...

If you would like to import some default product you need to import
Opportunities first
of all and then import Extended Products. During the Extended Products
import
you can specify custom expressions for such import in the Virtual
Columns section.
...

If you have installation problems or problems with starting an Addon,
please follow these instructions:
1. At first, please close ACT! and uninstall Addon, also the CRMADDON
DevExpress and CRMADDON GeneralFiles for Addon's, you will find all of
this in...

You can disconnect incoming and outgoing calls. But with incoming
calls you can disconnect the call in the in the pop up window or later
in the history window:
Incoming call:
With an incoming call a pop up opens that shows you who is calling.
In t...

Do I have to write the phone number in a specific format to use
DIAL|IT?
You should use the standard ACT fuction; i.e.use the button to define
the country (if the country field is filled with the right country the
country code will be predefined) yo...

Does the tapi driver need to be installed on all 5 PC's that will be
using DIAL|IT?
The driver needs to be installed on every pc using act that wants to
run DIAL|IT.
Here you find information and tools to test the TAPI Interface of
your phonesyst...

If you receive the following error this means that the policy was
changed and the password should be reentered. However, the window for
password changing was blocked by your pop up blocker: To resolve
the issue you need to allow pop ups in your br...

_HOW CAN I USE EXPORT|IT WITH MY ACT! FOR WEB DATABASE?_
If you want to export data out of your ACT! for Web database you have
2 possibilities to do that.
* You have to be logged in on the server where your ACT! Windows is
installed. Therefor you...

When exporting sub-tables (e.g.: Notes, History, Activities, etc)
ACT! has no Company Name / Contact Name Stored in the related Table.
ACT! stores a UID (Unique Identity) for the Company or for the
Contact. If you want to merge the data you must exp...

If you want to export Documents you need to follow these steps:
* Create a new schema with the type _HISTORY_
* On the tab 'FILTER' you need to include the following history
types:
* Library document
* Library document attachments
* Then r...

History keeps minimized and is only visible in the taskbar.
Please start the Configuration of DIAL|IT
Go to Tab Application Settings, then Tab Display and click on Button
Reset userrelated WindowsSettings, then restart ACT!

The popup screen allows each individual user to customize the
information that is shown in four fields.
The first field is always reserved for the calling parties phone
number, while fields 2,3 and 4 can be customized on a user by user
basis.
To ch...

How is DIAL|IT going to read out our numbers?
DIAL|IT is able to access all "Phone" fields, no matter if it are 5 or
50.
Are the use of " " blank spaces, "-" dashes, and parenthesis "( )" a
problem?
We ignore all blank spaces, dashes and parenthesis...

With Data Suite package it is possible to export data from one
database and import data to another database. First all data should be
exported. PLEASE NOTE that UID should be exported together will other
details since it will be used for linking records i...

If you export documents from one database and import to another one
there are 3 ways of documents importing to ACT! Database.
* If you have all your data (Contacts and Documents) in one file
then you can import everything during Contacts import by ...

As soon DIAL|IT and Skype is installed, you are ready to use DIAL|IT
with Skype.
Following points must be done upfront:
1. Skype must be installed and Running
2. you must go to the skype tab in the config, and select any field,
i.e Messenger, t...

If your Contacts are not linked to Companies in your ACT! Database,
you can do this with Import|IT. The first step will be to export your
contacts using built in ACT! Export Wizard. To start it you need to
follow File / Export: Then, please follow...

Depending on your version of DIAL|IT (Basic/Skype, Standard/TAPI,
Advanced/TAPI/Skype or Professional/Call Center), DIAL|IT requires a
TAPI driver or Skype. If both are installed you can decide - again
depending on the version - which service you want ...

REMOVE COMPUTER FROM LICENSE
This option allows moving the license to another machine. It is
possible to change computers only twice then it will not be possible
to reset a license. For example if you have a single machine license
you can change the...

This mode when enabled will process all fetched emails automatically
once the email is received. This solution should be used if your
customers send you requests via some type of web forms and you would
like to add the data from them to your ACT! datab...

If your Dial window is not showing a button to Dial like shown below
It is most likely that your setup is corrupt. Please open the DIAL|IT
setup, Click on the tab Dial
And check the Tapi Settings. In most cases this field will be empty.
You mu...

Of course you can use DIAL|IT with Hosted PBX.
But you need one of the following requirements at least:
1. Your phone is tapi compliant
2. Your phone system is tapi compliant
-> You can check thison our website with phone.exe
Testtool...

Depending on your version of DIAL|IT (Basic/Skype, Standard/TAPI,
Advanced/TAPI/Skype or Professional/Call Center), DIAL|IT requires a
TAPI driver or Skype. If both are installed you can decide - again
depending on the version - which service you want to ...

To assign your Activities, Opportunities, Notes and Histories to the
right Contacts, Companies or Groups you should have the field imported
to your Contacts, Companies or Groups that can be used for data
records linking.
The below example will show ...

Import|IT may use up to 40% of your processor load, in the same time
SQL process may also consume about 40%. So if you are going to make
imports while other users are working with ACT! we do not recommend
installing ImportIT application on your server ...

If you have installation problems or problems with starting an Addon,
please follow the manual:
1. At first, please close ACT! and uninstall the Addon, also the
CRMADDON DevExpress and CRMADDON GeneralFiles for Addon's, you find
this all in the "Softwar...

To make it easy for "standard" installs and to avoid issues with
redirected My Document folders, we added the config into a folder
under c:\Program files\...\ACT\Plugins
in a terminal Server / Citrix envoirment, this will not work, as the
addon woul...

When your dial device isn't shown in the DIAL|IT configuration, you
can do the following things to check where the problem is:
!! FOR EVERY STEP IN THIS DESCRIPTION, ACT MUST BE CLOSED. !!
1. Use the Phone.exe
Testtool: PhoneExe (x86) [1]
T...

When you are making an outbound call and the tool is not opening a
History window, this is a setting in the setup of the tool.
To fix this, please open the Dial|IT Config , goto the Tab, select the
subtab History, and check if "do not suppress History...

If no Pop Up comes up if you receive a call please look at the
configuration of DIAL|IT.
These are the steps you have to do:
1. Go to DIAL|IT Configuaration (Tools - CRMAddon - DIAL|IT
Configuration)
2. Go on Addon Settings - Field Selection...

If the TAPI drivers and Dial|IT did work in your office and the
message:
appears when you are out of the office with your notebook or mobile
device,
this message appears when Dial|IT can not detect your TAPI device.
This message is there to inform ...

When uninstalling or updating an Addon, it might happen that the old
Icons are still dispayed. in this case, you must go to Tools |
Customize | Reset Menus and Toolbars, then Restart ACT! and you should
be fine.
If the icons are still shown, somethin...

Your phone numbers are not recognized?
This can be if you've selected in the configuration that each
incoming call should have a "0" in front of the phone number.
Because there is the possibility that DIAL|IT confiused a
international with an nat...

When Phone.exe is not showing Tapi drivers (or grayed out) and you
can use it with other Apps (like outlook) the problem is normaly that
the tapi driver is not configured in the right way. Outlook and other
apps are normaly using a specific driver (plu...

Pops up the wrong contact record
If sometimes the contact's phonenumber in the popup does not match
with phone number of the incoming call please check the settings in
the DIAL|IT Configuration. Do some tests with the Minimum Length.
Incoming Pho...

If you have good Internet connection using Skype for
phone calls and integration with our DIAL|IT addon is one of the best
solutions. It
is convenient and intuitive in usage, cheap and can be easily
integrated with
DIAL|IT without additional software a...

If you have any problems to dial out with our DIAL|IT, please check
if the ACT! dialer is inactiv.
If not, please deactivate it.
It might be that the dialer is reactivated after restarting ACT!. In
this case, please change the phone line which is...

Depending on your version of DIAL|IT (Basic/Skype, Standard/TAPI,
Advanced/TAPI/Skype or Professional/Call Center), DIAL|IT requires a
TAPI driver or Skype. If both are installed you can decide - again
depending on the version - which service you want ...

Before the installation of DIAL|IT you have to install a tapi driver
or skype. If both are installed you can choose how you want to use
DIAL|IT. But if you haven't installed either of them, it doesn't make
sense to install it.
Why using a tapi driver...

Sometimes the internal Phone list is buggy, we could see this issue
when
- you updated your database from ACT5/6/2004
- you used some Addons that modifyed the Phone numbers
- you had issues with Syncing
then you might need to Repair the Intern...

If you have problems with DIAL|IT (like history pop up can not be
opened in the tasklist)
so please open configuration of DIAL|IT!:
Configuration DIAL|IT - Addon Settings - Display
Now click on "Reset Settings" and the Windows Settings will be...

Is it possible to save the DIAL|IT settings centrally?
1. set up DIAL|IT as it is desired on computer A.
2. copy the XML file from computer A to computer B.
3. if the name of the Tapi interface is different assigned for each
employee you need to...

Problem:
Scan|IT is only showing empty or not correct filled fields.
Solution:
Please follow the steps in the written order:
* Try to scan the same card with the CardScan Software
* If the CardScan Software also fails with the recognitio...

If the shedule call list stays on top over other windows
* if it is possible please open the DIAL|IT Configuration and
uncheck the option "Start with ACT!
* if you can not open the DIAL|IT Configuration you have to set the
option to false in the ...

SHOW CUSTOM TABLE FIELD DATA ON CONTACT DETAIL VIEW
_In the Custom Table Manager please, find a function called "Summary
Up"._
Using this function you can show data of custom table fields on the
Contact View.
Depending on the field data type y...

I keep on having this message, but I do not want to use skype
anymore, which I uninstalled, after having tested it, so how can I get
rid of this anoying message, which pops up again and again ... you
just have to go to the config of DIAL|IT there go to...

Here is a short list with different conditions you have to look for
when you want to use DIAL|IT
General conditions for DIAL|IT
DIAL|IT is available for the ACT! Versions 7 - 15 (2005 - 2013
Using a telephone system
Using Skype
A Tapi compli...

You need Support and to get more accurate log files please set a
higher TraceLevel and activate 'TapiTrace'
To set the TraceLevel follow these steps:
1. Start ACT!
2. Open the Config of DIAL|IT
3. Go on the tab Support
4. Set the TraceLevel o...

If the countrycode of your country is always shown in the "Call a
contact" window and all settings are correct, you might have the
following problem:
Problem: Different ACT! language and system language:
This must ALWAYS be the same on each machi...

Transfering phone calls:
If you want to transfer incoming calls to another person in your
company and you want that the incoming number is shown on the display
of the person who receives the call, please use our tool Phone.exe to
find out which call...

Check here if your telephone system is tapi
[https://en.wikipedia.org/wiki/Telephony_Application_Programming_Interface]
compliant.
Instruction:
* contact your Phone supplier for the tapi driver software (must be
delivered by the manufacturer of the ...

If you want to use a Snom Phone with DIAL|IT you must install a 3
Party Tapi Driver on Your PC to enable your PC to talk with the Snom
Phone.
You can download the Snom Driver from Xtelsio this must be installed
and configured, as soon this is done, yo...

Vonage hardware is not providing a TAPI interface therefore you can't
use DIAL|IT with the hardware provided by vonage.
1. If Vonage allows to use other brands, e.g. the Snom phone.
2. If your internet service is good, you can use DIAL|IT with Skype
an...

What needs to be done on these PCS in order to make them talk to the
phone system? (I assume ACT and DIAL|IT needs to configured in order
for the system to work)
Just one thing, the setup will work with any phone i.e. Linksys,
Grandstream Only in th...

When using Asterisk as a soft switch, can we listen in to the agents
extension real time whilst they are on the phone to clients?
Real time attending can be done if the agent sets up a conference
call. Any call initiated by the agent will be stored on ...

DIAL|IT is able to show popups for additional incoming calls.
* If you are on the phone and someone else calls you a second popup
will show up with the number and the information about this caller.
* If this is not the case please ask your provid...

If the customer record is not pulling up when you answer your phone,
please follow these instructions.
1. Click on the IT support icon
2. Click on ACT! Phone Fields Tab
3. Make sure the Incoming Phone Number Search has a checkmark in it's
box
4....

Will DIAL|IT be useable on my system?
To use DIAL|IT your phone system needs an installed TAPI driver.
You can also use it with your Skype account.
The driver for the device will be delivered from the manufacturer /
provider of your device.
TAPI C...

For example, the DIAL|IT shows the country code 44 in the UK and
therefore the contact is not recognized.
This issue happens if the logged in user is not located in the
country that is set in ACT!
Database or international dialing is not set.
...

WHY SERVICE TASKS DO NOT START AUTOMATICALLY
If your service tasks do not run automatically, probably this means
that CRMAddon Import Service is set to run manually or disabled. To
check these settings, please follow Start>Run and type a command
SER...

When importing opportunities Import requires importing Process and
Stage values as well as specifying a parent record for the
Opportunities. However, if you source file does not have Process and
Stage elements, you'd need to set a default value for the...

If you want to install Dial|it on Windows8 and use skype, you must
download & install Skype from the webpage www.Skype.com
[http://www.skype.com]
the built in Skype version is not accepting any connections from any
other program.

If your call have a scratching problem or broke often. It´s a
\"CONNECTION PROBLEM\" not a DAIL|IT [1] error.
1. Use a wired LAN connection when you make a call. Test this for a
while. (WLAN connection can make problems)
if you already have probl...

TITLE IMPORT EXAMPLE
In case your source file contains tiles like Dr., Ph.D. or Prof. and
you would like to add them to your salutations in ACT! during import.
This is possible with Custom Expressions feature available in the
Virtual Mapping tab. Wh...

This article describes the situation when the source file contains
extra data in the 'date' field. During the import process ACT! imports
to the field of 'date' type and thus may convert data or import
improperly. In this situation it is recommended to...

If you get the following warning message, please be advised that it
does not cause any issues with Scan|IT's performance. It is related to
the CardScan software. Please follow recommendations provided in this
warning message to get rid of it:

If you get the following warning message, please be advised that it
does not cause any issues with Scan|IT's performance. It is related to
the CardScan software. Please follow recommendations provided in this
warning message to get rid of it:

I DONT KNOW WHERE TO FIND MY LOCAL LICENCE KEY AND I AM NOT SURE
WHICH IS ALREADY IN USE.
If you are not sure, which licence key your addon is currently
running on your machine, there is a simple method to find it out.
open up the Registry [1] and g...

MY SCAN|IT DOES NOT SHOW PICTURES IN ACT!
At first, you have to check your Act! Layout (Tools=>Design
Layout=>Contact), if you added two picture fields and mapped them
right.
Also you have to map the front side and back side of the Vcard with
the ri...

Powerpoint [1]
Error displayed:
Powerpoint [2] found a problem with content in xxxx.ppt PowerPoint
can attempt to repair the presentation. If you trust the source of
this presentation, click repair. There was an error access the file
xxxxx.ppt
...

HOW TO SUBMIT A TICKET DIRECTLY FROM YOUR ADDON
Each addon is supplied with a separate module that allows creating
support tickets directly from the addon interface. To take advantage
of this functionality, please follow Support tab of your addon an...

If Fetch|IT [1] does not create an Template for your fetched E-Mail,
you may have used a special character for your Fetch|IT scheme name.
Please make sure there is no special character [2] in you Fetch|It
Scheme Name.
After renaming it, go throug...

You created any kind of Task in our Addon Service|IT [1] and you can
not use the "Run" button. (See Attached Image below).
This Problem may occur if your Task is not active.
Please make sure the Task is active. It is only possible to start an
activ...

A new folder called "crmaddon-fetched-mailbox" was created on my Mail
Box
Fetch|IT [1] does set up a new folder on your Mailbox [2].
It is called "CRMADDON-FETCHED-MAILBOX".
This is required to make sure, Fetch|IT only fetches every E-mail
on...

If you can´t find your "Phone Call List" For Dial|IT [1] the Window
it is out of range.
A: Windows Vista or Win7.
* go with the mouse in the Windows Task-bar [2] over the icon "phone
call list" or ACT!.
* there pop up now a preview of the "pho...

It is also possible to send log files directly from HELP MENU OF
IMPORT|IT APPLICATION.
The following screen will appear:
Fill out the required fields and and click 'SEND' button to send log
files to our support team.

There is a bunch of tuning features that can speed up Act!, some are
related to the OS and some are to Addons.
1. RAM
you should assure that you allways have more then 50% of your physical
memory free... due to the fact that Windows is starting Swapping...

FOR DIAL|IT SPECIFIC SUPPORT (INSTALLATION AND PREMIUM SUPPORT)
Please make sure Phone.exe works as expected.
Help and Tutorials can be viewed here:
http://kayako.crmaddon.com/index.php?/Knowledgebase/Article/View/66/0/use-phoneexe
[1]
http:/...

How to reallocate ACT! Index files from the C: Drive
When you host ACT! and your Server is set up with a small C: main
partition or a small C: drive only for the Operating System [1]. Your
ACT! database itself is not deployed on c: drive, it is loca...

Sometimes we need your database.
this can be nessary when
* You want a Database Repair
* We need your Database copy for debuging some failure in a addon or
in ACT
* We planned a Training with your staff (we do training with your
data, so your st...

there are several ways how a act Databas can/should be saved, so you
do not loose any data in the case of a worst case scenario
1 . the standard is the ACT Backup [1],
+ Easy way how to make a backup
+ Easy to Restore
- can only make backups o...

If you are experiencing a problem with the automatic call function in
ACT!, it may occur if there was the following scenario in the past.
Your ACT! Database was exported from ACT!6 to an higher version of
ACT!.
TO MAKE CALLS OVER ACT! AND WITH CHECK...

CRM ADDON HAS 4 DIFFERENT SUPPORT OPTIONS.
1. FREE SUPPORT
All our addons come with unlimited free support. To provide efficient
support services we need to get as much information from customers as
possible. This can be done through all our addons, ...

BLACKBERRY Q10 HHC DATA TO ADDRESS BOOK
Right now it is not possible to import your HHC Data to the
Blackberry Q10 Address Book. the same limitation exists for any native
app that is runing on the blackberry X10 devices.
As far as we are informed thi...

YOU HAVE LOST THE LICENCE OR THE SERIAL OF ONE OF OUR PRODUCTS AND YOU
WANT TO RECOVER IT.
We can recover your Serial or Licence but we need to know several
things and you have to post this in the Helpsute under the devision
Licence. :
* The E-Mai...

Most CRM Solutions work with UID [1] (Unique identifier) for records
For exporting and/or importing data we always use the UID where
possible.
Due to using the UID we ensure that we can Update imported/exported
Data at anytime.
I.e. if you hav...

THINGS YOU NEED TO MAKE DIAL|IT RUN WITH RINGCENTRAL
* A PHYSICAL SNOM PHONE (E.G. SNOM 320, SNOM 370)
* A RINGCENTRAL ACCOUNT
* A SNOM TAPI DRIVER
* OUR DIAL|IT
When you want to use Dial|it with www.Ringcentral.com [1] you should
consider ...

User Case:
you import Data from another System (ERP [1], sap or anything else)
to act! with our Import|IT [2].
there may be a special case, that you got an e-mail address from a
contact in act! and you do not want this to be overwritten, if your
e...

In Windows you can find some default Tapi drivers. in most cases,
your phone will NOT work with this drivers. only in very specific
cases some rare phones will work with them but, in this case your
Phone guy needs to configure the tapi driver.
* Ag...

Skype released the official news, that they are planning to STOP THE
DESKTOP-API FOR SKYPE AT THE END OF 2013.
- Update -
the support of the skype API is now extended till end of 2014 [1]
One of the first Article, about this News can be viewed...

Some of our customers did receive the following problem: When you
hit call a contact, in the listed numbers at the top they are correct
but down at the bottom where you hit call one of the numbers is
incorrect therefore meaning the number is wrong. Th...

Handheld Contact [1] - How to upgrade HHC on my mobile phone?
BLACKBERRY:
* Open the Internet Browser on your Blackberry
* Go to WWW.HANDHELDCONTACT.COM/OTA
* Choose the PROFESSIONAL EDITION and go to DOWNLOAD.
* It is possible that you mu...

You are importing an Excel Sheet and you have a column which can be
answered with "yes/no" for example:
For example:
CUSTOMER WANTS A SPECIAL DISCOUNT:
YES / NO
It can happen that one of your Staff-Members did nOT ANSWER WITH YES
OR NO, ...

How to install Scan|IT [1]:
The Scan|IT installation is pretty easy but sometimes we get a
request on how to install Scan|IT the right way.
To understand the easy 3 installation Steps you need to know that
Scan|IT needs the Card-Scan Software to ...

DELETE ACT! PRO OR ACT! PREMIUM V16 COMPLETELY
1. (RECOMMENDED) BACK UP:
If you intend to continue using Act!, please ensure that you have a
current backup of all Act! contact databases as well as your ACT!
E-mail database.
2. Stop the SQL Server (A...

YOU ARE USING ACT! FOR WEB AND YOU RECEIVED AN ERROR MESSAGE FROM ACT!
LIKE:
1. "ACT! LAYOUT COULD NOT BE LOCATED"
2. "THE FILE BASIC COMPANY LAYOUT - 1024X768.ALY COULD NOT BE LOCATED.
Please select a different layout at the bottom of the screen. For...

You are using our Dial|IT Addon and Act! closes directly after the
Start-Screen of Act!
Most likely it will happen that after this Page Act! is closing
without any Errors.
This Problem only appears when the user logged in and trying to
execute Act...

You have a Excel file with different columns and and one of these
columns is set as a picture field.
For example it looks like this:
_FIRST NAME_
_LAST NAME_
_COMPANY_
_ADDRESS_
_POSTAL_
_CITY_
_COUNTRY_
_PICTURE FIELD_
...

Your Act! Sync is not working properly and you already created a new
Sync Database.
The Sync is still not able to finish and stops or can not even be
started.
The Solution is pretty easy. Sometimes it is possible that the Sync
Server Service is not...

How to upgrade Act!2005 ...ACT2011 to Act! v16.
You have a older ACT installed and want to upgrade to Act! v16 (in
this Instruction we also have Dial|IT installed to show you how to
Upgrade to the new Act! Version with 1 or more Addons installed)
1. U...

HOW TO REMOVE .NET FROM YOUR PC (WITH REGISTRY KEYS, FILES, DIRECTORYS
AND VALUES; FULL UNINSTALL)
.NET Framework is a software framework developed by Microsoft. It
provides a language interoperability across many programming
languages.
This Knowledge...

While CSV is a industrie Standard, there are still a lot of options
that must be considerd wihle working with CSV files. Unfortunanly the
Wizzard of Excel is not very helpfull when it comes to open data that
is stored in CSV format.
we did find a b...

How to capture Screenshots on different mobile devices:
Apple IPhone + Apple Ipad :
Hold down the HOME BUTTON and KLICK on the \"ON/OFF\" BUTTON (just tip
it) The Buttons are marked green in the picture below!
Blackberry Z10:
Press the VOLUME + A...

YOU RECEIVE THE FOLLOWING ERROR:
Error "Unhandled exception has occurred in your application. If you
click Continue, the application will ignore this error and attempt to
continue. If you click Quit, the application will close immediately."
when you try t...

If you are not sure if you can reach our licensing server for
registring one or more addons, you can simply check that by entering
the following URL into your Browser:
http://licence3.addons-for-act.de/lpweb/lpws.asmx [1]
Step 1: Open your browse...

when you are using Handheldcontact, you may also want to use
googlemaps for the routing/navigation.
but if your carier is not covering the area, where you are planing to
travel you may find this to costy. (rooming)
there is a easy trick that help...

YOU HAVE SETUP LINKED FIELDS BETWEEN COMPANIES AND CONTACTS. YOU FIND
WHEN YOU PERFORM AN UPDATE OF THE LINKED FIELDS, SOME OF THEM ARE NOT
UPDATED.
_Explanation of Swiftpage_:
This will occus because of an issue that prevents fields in a
spillover ta...

recently we did see a bunch of requests of customers that try to
install ACT16 on a XP & Vista pc, and it fails due to the fact that
i.e. the installer 4.5 can not be installed.
http://support.microsoft.com/kb/942288/
[http://support.microsoft.com/kb/94...

To AVOID PROBLEMS with an Act! Installation follow this guide:
* Check the SYSTEMREQUIREMENTS
[HTTPS://KAYAKO.CRMADDON.COM/INDEX.PHP?/KNOWLEDGEBASE/ARTICLE/VIEW/161/0/ACT-V16-SYSTEM-REQUIREMENTS]
for your PC
* If not existing on your PC install .NET ...

Windows Firewall Exceptions for ACT!
FIREWALL EXCEPTIONS FOR ACT!
FOR PERFORMANCE REASONS WE STRONGLY RECOMEND TO DISABLE THE WINDOWS
FIREWALL IF YOU ARE ACCESSING YOUR ACT FROM INSIDE.
ACESSING YOUR SQL SERVER FROM THE WAN, IS NOT RECOMENDED DUE TO ...

Recently some customers did note that starting an Office application
(Outlook, Word, and so on) is taking a huge amount of time, since ACT
is installed.
you may want to install the following patch
[http://downloads.crmaddon.com/tools/InstallMicrosoftVbe...

HOW TO REDUCE THE SIZE OF WINSXS FOLDER (WINDOWS 7):
When you have less space on your disk because you use for example a
solid-state drive (SSD) then the growing size of the windows directory
will get a challenge for you.
In some cases the windows drec...

DEMO EXPORT DATA
Our EXPORT|IT easily exports data from your Act! database into a
".csv" file. In our new EXPORT|IT version (3.5) release you can choose
among three different addon editions
Plese take a glance at the list of features coming with each E...

When opening ACT! the window disapears or will be minimized.
there are several reasons for this,
* one could be that you used 2 monitors in the past (so act did
store the info to display act on the second monitor)
* you minimised ACT and you did ...

If you have purchased a license to Handheld Contact from
ACT!/Swiftpage/Sage directly, you would have received an activation
code (serial number) from them within the purchase email. In order to
use this and get Handheld Contact set up and working, please...

If you have private access level for your companies and would like to
change it to restricted to specific users or teams, please do the
following:
* Export your Companies with EXPORT|IT ADDON
[http://www.crmaddon.com/en/addons-en/act-addons/data-manag...

If Addons not loaded or software not running it is often necessary to
search or remove assemblies from the Globals Assembly Cache.
Fast and easy to use utility
[http://sourceforge.net/projects/gacbrowser] for .NET assembly search
and remove multiple ass...

IN THIS ARTICLE YOU WILL FINED SOME USEFUL DETAILS ABOUT ACT!
COMPATIBILITY WITH WINDOWS VERSIONS, WEB BROWSERS, DATABASES, EMAIL
AND MS OFFICE INTEGRATION POSSIBILITIES.
ACT! IS COMPATIBLE WITH THE FOLLOWING WINDOWS VERSIONS:
98
ME
NT 4.0
200...

WHERE CAN I FIND THE LOGFILES OF OUTREACH|IT?
Please open the Windows Explorer and insert %APPDATA% (or
C.ProgramData) into the folder textbox on top.
* Goto the FOLDER C:ProgramDataCRMADDON Outreach WorkflowLogs
* Make a ZIP-FILE of the logs file...

In the following contribution, I will explain you in 3 steps how you
can uninstall Search IT Software.
* At first you have to close Act!
* After this step you open the windows uninstaller and uninstall the
Addon.
* If you finished with those two ...

You close Act! and use the File / Close or the X in the upper right
hand corner but the Act!.exe still runs in the "task manager".
So you can't restart Act! until this prozess is end manuell.
This could happen if you using screen sharing software like...

If you get some issues with the Act! License there could be many
possibilities for it. In the following text I will describe three
solutions that could help you.
1. SOLUTION:
Run Act! As Admin when you enter the License. You can see a step by
step gui...

If additional troubleshooting is required it is necessary to enable
debig logging in Data Suite addon. To enable it, please do the
following:
1. In the top menu follow SETTINGS / DEFAULT SETTINGS
2. Then in the REPORTING section change Level of Loggin...

If you keep getting a request to license your Act! you'd need to run
your Act! database as Administrator. also if you want to install
Inline Updates, you need to run ACT as an Administrator
There is a difference between having admin rights and running a...

There are several ways to make bakups of your Act! database. In this
article we will cover different ways of making backups:
1. The first option is to make a backup using built into Act!
functionality: FILE / BACK UP. A detailed instruction for this is
...

If you want to change something in your Registry editor it's good to
have a Backup so if something won't work after it you could go back to
the moment it works.
1. When you open the registry editor to work with it go to
"File->Export..." to make a Back...

There could be a lot of possibilities for this issue.
I hope one of the following solutions could help you out.
1. CHECK THAT THE ACT! ADDIN IS STILL ACTIVE.
To check this follow the steps in your Outlook.
Go to Files->Options->Addins.
their sho...

To connect the Kentix AlarmManager with your AXIS Camera and start a
process like recording a video after becoming an alarm you can doing
the following steps.
_Note that this guide refers to an AXIS M3024-L but should be similar
with other models._
CA...

Depending on the kind of integration you are using, you may want to
disable the ACT Integration that will sync ACT contacts & Calender
with Google or Outlook. The email sync will still continue to work.
this is Specialy recomended when using ACT on a Te...

Scan|IT provides an easy way to scan business cards and pass the
informations directly to your Act! CRM-System.
In order that the communication between Scan|IT and your CardScan
scanner works as expected you must configure CardScan as described
below:
...

Export to Excel is grayed out
There could be many reasons that the Export to Excel icon is grayed
out .
- THE EXCEL EXPORT IS ONLY AVAILABLE IN THE LIST VIEW.
- VERSION OF EXCEL IS NOT SUPPORTED BY THE ACT! VERSION,
The Supported versions are:
...

How to check your user security role
If you login in to act you can check your Security role like this.
- In the toolbar go to "Help->About Act!->Database Information"
- Here can you see your security role.

If you try to open a backup of your database on another pc and the
following error massage shows up "To finalize the registration, the
database administrator must login first".
Maybe one of this solutions could help you.
1. LOCAL ADMIN RIGHTS.
Make ...

If Excel shows no special characters like german Umlaute (ä ö ü) or
capitalized chars (é à ...) firstly we recommend using the newest
Version of our Data Suite
[http://www.crmaddon.com/en/downloads-en/addons/installer/finish/78-datasuite-it/51-datasuite-i...

Each time the AlarmManager activate or deactivate the alarm a
signaltone sounds via the buzzer(s). The same behaviour appears by
activation or deactivation with the KeyPad.
To disable this signaltone set the Active/Deactive-Buzzer value to 0
seconds

Act! provides the feature to group contacts within _Groups_. Doing
this for companies are not possible. With the following 2 workarounds
you obtained a similar way to group companies:
WORKAROUND 1
By creating a new company field and adding this into y...

With DataSuite for Act! it is really easy to convert your Act! notes
to histories. This process will require EXPORT|IT and IMPORT|IT addons
and SERVICE|IT addon in case you would like to run these tasks on a
regular basis.
First of all you need to expor...

There are several reasons for updating our addons with Act! version
update:
1. Act! structure. Each new Act! version requires new dlls which are
built into the program installer, thus the installer which works for
Act! v16 will not work for Act! v17.
...

IMPORTANT: IF YOU WAN´T TO BUY A LICENSE KEY FOR THE EU-SERVER PLEASE
WRITE A MAIL TO US WHERE YOU TELL US THAT YOU WANT TO USE HHC ON THE
EU-SERVER.
LICENSE KEYS YOU BUYED BEFORE AND RUN WITH THE CANADIAN SERVER CANT BE
USED FOR THE EU-SERVER IF YOU WA...

When you install an addon on your server remotely via RDP, you need to
have special RDP license.
Single license will not work on this case. However, if you install
your addon locally on your server, then your single license will work.
Here you find th...

You have 2 options to cancel this:
(1) in CARDSCAN SOFTWARE: go to Edit > Preferences and turn off the
option to detect cards automatically.
(2) open the registry go to PublishLocal Maschine:
SoftwareMicrosoftWindowsCurrentVersionRun and delete this e...

Due to a bug in Skype 6.11 and higher (up to Version 7.0) you will
have problem to use DIAL|IT with Skype.
Please download the latest version of Skype from
http://www.skype.com/go/getskype-full
[http://www.skype.com/go/getskype-full]

If you have any problems with your Act! toolbar you can reset it with
a few steps.
1. Choose the option "tools"
2. Click on the field "Customize"
3. Choose "_RESET MENUS AND TOOLBARS_"
4. Now you can reset the settings by clicking on "OK"

If you have an problems with "_ROLL OVER ACTIVITIES_", you can simply
disable the message.
1.
2. Click now on "_PREFERENCES_".
3. In the slot "_CALENDAR & SCHEDULING_" you can now click on
"_SCHEDULING PREFERENCES_".
4. By clicking on the yellow m...

This article is divided into three sections: PREPARATION TASKS,
MANUALLY REMOVING ACT!, and POST UNINSTALL TASKS. Each is further
divided into a section for each required specific type of function:
PREPARATION TASKS:
[HTTP://KB.SWIFTPAGE.COM/APP/ANSWERS...